The wealth advisor business is in the throes of unprecedented change. This year’s FOX Wealth Advisor Forum™ will explore the trends and transformations that are disrupting “business as usual” and requiring significant reassessment of how advisors do business. At the same time, opportunities abound and those who can innovate within their business are more likely to survive and thrive in the disruptive environment.
At the event, the experts’ input and your conversations with your peers will provide powerful insights on how you can best position your firm for success in 2017 and the years to come.
Join us on May 2-4, as this Forum returns to Chicago for a stimulating and rewarding learning and networking experience with the industry’s top advisors.
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REFUND POLICY: For event registrations, refunds of payment or forum allotments will be offered if the cancellation is made in writing to Family Office Exchange at email@example.com five (5) or more business days prior to the start of the event. For more information regarding administrative policies please contact FOX office at: 312.327.1200.
Field of Study: Finance - Up to 8 CPE credits can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state. Learning Objectives: Upon completion of the program, participants will be able to identify the macroeconomic trends that are impacting investing and portfolio management, expected changes to taxes and policies and gain a better understanding of the importance of the advisor partnership with families of wealth.
Program Level: Overview | No prerequisites are required for any of the sessions. | Delivery Method: Group Live Program
Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.